Monday CRM for Sales • Axxun • Monday.com Partner

Monday for sales and customer management

Sales teams, account managers, and customer service love Monday CRM because the software allows them to manage the entire customer cycle from prospecting to customer service, including project management.

Complete CRM
Multi-channel
Prospecting and sales
Client and contract management
Knowledge base
Customer Service
AI and automations

Reporting and dashboards with Monday CRM

Why choose Monday CRM as a sales and customer management service

Sales teams such as sales representatives and account managers may have to manage numerous contacts, deadlines, and stages between prospecting, sales, contracting, and everything that makes up a client's life. Forgetting a deadline, calling a prospect too late, or focusing effort on the wrong priorities can cause the company to lose money and business.

Monday CRM offers sales and customer management services a powerful and completely customizable CRM. Different companies or different teams have different needs: Monday adapts in a few clicks to be the CRM that is right for you. It is an essential tool for gaining efficiency, productivity, and quality of service.

But above all, Monday CRM is MUCH more than a CRM. Unlike all other CRMs on the market, Monday integrates task and project management functionalities. You manage all after-sales needs and processes in one place and integrate your support teams (admin, finance, project tracking, customer service, etc.)

Monday CRM provides multi-channel management of prospecting and lead generation, the sales process (qualification, demo, contracting, etc.) up to the ongoing management of your portfolio of clients, products or services, and contracts.

With email templates, merge fields, and mass emailing, you can communicate in a targeted way and with just a few clicks.

Define sequences to simplify the work of your sales representatives and account managers. A sequence is a succession of automated or non-automated steps that you determine to ensure seamless follow-up of a prospect or client.

Monday facilitates communication and collaboration between teams. Tasks, comments, exchanges, and documents are centralized and accessible by all teams (sales, administration, finance, after-sales service, etc.).

You benefit from a single platform to cover your CRM needs AND all events that follow a sale or a contract such as after-sales service cases, tasks and project management for the delivery of the contract or order, tracking of administrative and financial tasks.

Monday CRM allows you to automate tasks such as assigning the right representative, setting reminder dates, automatically sending emails when certain events occur, sending notifications and reminders to avoid oversights and delays.
You free teams from this mental burden, thus freeing up their time for higher value-added tasks.

Advantage: Time saving, reduction of human errors, and focus on strategic tasks.

Monday allows real-time tracking of sales team objectives and performance indicators (number of leads processed, average qualification time, customer satisfaction, etc.) and identification of areas for improvement.

You gain better visibility into activity, make decisions based on concrete data, and achieve continuous improvement.

Monday CRM brings what CRM software doesn't have: the entire dimension of Monday Work Management. Task, project, and process management. You go far beyond CRM and cover all your needs with a single software.

Monday CRM fully integrates with your existing software. For example, Monday and Outlook communicate to allow you to display all activity (emails sent and received, phone calls, appointments, etc.) around each contact, client, and contract within Monday.

Monday is highly customizable and adapts to the specific needs of each company and team. You can create custom dashboards, workflows, and automations.

Monday CRM is a scalable solution, capable of adapting to the specificities of your activity, and aligned with your existing processes.

Monday CRM is, of course, completely compatible and interoperable with other products in the Monday family.

Monday AI

Discover how AI can transform your work methods.

Everything you need to move your work forward

Features designed to create efficient work processes that meet your needs for sales and tracking your client and contract portfolio.

Visualize as you wish

Choose how you visualize tasks and projects according to your work processes.

Make better decisions

Make more informed decisions with real-time dashboards.

A flexible platform

With no-code building blocks, create any workflow.

Go faster

Use AI and choose from over 200 automation recipes to make your work more efficient.

One tool,
from the big picture to the minute details

From setting goals to navigating projects, processes, and daily tasks, Monday work management offers an organized and collaborative way to work — simply.

Create a unified workspace by integrating over 50 tools you already use.

Our services

Axxun is the Monday specialist and partner in Switzerland. As experts, we help you master Monday and adapt it to your business. Benefit from our experience to transform the way you do things.